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Troubleshooting
Helpful hints and tips to solve common issues.
Getting started
Welcome to Osprey
Installing Osprey
Integrations
Using Osprey
Accessing Osprey
Clients & Matters
Time Recording
Case Management
Client Ledgers
Portal
Reports
Accounting
Mobile & Add-ins
Compliance
Smart Actions
Convert2Client
Configure Osprey
Code Setup
System Setup
Financial Setup
Case Management
User Design
Report Setup
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Troubleshooting
Focused Workflows
Training
Case Management
Internet
Browser and operating system issues
Emails
Miscellaneous
Case Management
Removing watermarks from merged documents
Resolve spellcheck issues
Locate and recover lost documents
Force Word to open in foreground
Microsoft Word Prompts and Warnings
Internet
Troubleshoot Internet Speed Issues
Browser and operating system issues
Repair and Resetting the Desktop App
Installing Osprey Gateway (Remote Desktop)
Clear Temporary Files, Cache and Cookies
Run a Disk Cleanup
Remove stored passwords and auto-complete entries: Google Chrome
Emails
Create Email Rules
Whitelist an address in Gmail
How to ensure your emails arrive in the correct folders in Outlook
Add “Exported to Osprey” column in Outlook
Allowing emails from Osprey on behalf of your firm
Re-enabling the Outlook Connector
Miscellaneous
Download your Osprey backup
Forgotten Password
Create a Calendar View in Outlook
Troubleshoot Making Tax Digital error messages and other problems
Unlock a Locked User
Complete your training booking
Your remote training package
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